ITGOW: Investments To Grow Old With

By Jay M. Taylor:This article will not focus on a particular company or even a single industry or sector. Rather, this article is an introduction to a series of articles that I will write over time. That series is called "Investments To Grow Old With" or ITGOW. Sure, my former English teachers would want me to call it "Investments With Which To Grow Old," but IWWTGO just didn't have the same ring to it. I am 24 years old and I have time on my side. But naturally I still want to pick investments that will do well in the short, medium and long term. The following is a list of investment themes that I will focus on in the ITGOW series as well as a little bit about why. This list will grow and I might even take items off of this list if I see that my thesis has changed. TheseComplete Story »

By Jay M. Taylor:This article focuses on McDonald's (MCD) and is the 2nd in my series, ITGOW: Investments To Grow Old With. I believe that McDonald's fits at least 2 of the investment themes that I outlined in my article introducing the series and has recently entered a range in which I am happy to start buying shares.

The only thing that prevents us from going all in short the S&P following the revelation that Goldman's first revealed top trade of 2014 is to go long the S&P Dec 2014 futures with a target of 2250 and a close below 1855, is that the reco is not from Tom Stolper but his colleague Noah Weisberger whose muppet wipe out record is not quite as prominent. Still, for Goldman clients to buy S&P futs, Goldman has to sell it to them, and as always - do what Goldman does, not what it says. Recommended Top Trades for 2014

By The Gold Report:Rampant debt, credit deflation and impotent monetary policies are fueling a bull market for gold and gold equities according to Jay Taylor, editor and publisher of J. Taylor's Gold, Energy & Tech Stocks. His Progress A1 companies were up a combined 22% as of Oct. 17. Taylor shares those names and some lesser-known stories in this Gold Report interview.

BOSTON/JAKARTA/MELBOURNE — Billionaire Tom Steyer has rapidly become one of America’s most visible environmental advocates, vowing to punish lawmakers who oppose climate change action and pledging to spend up to US$100 million to put the issue center stage in the Nov. 4 elections.
His in-your-face tactics have made him fierce enemies on the right who accuse him of hypocrisy and claim that he made much of his fortune through investments in fossil fuel energy at Farallon Capital Management, the San Francisco-based hedge fund he founded in 1986.

About two weeks ago, upon releasing out latest refresh of Apple research (Apple Margin & Valuation Note) to subscribers, I gave free readers an example of the evidence we uncovered showing Apple already experiencing margin compression and a loss of market share in one of its flagship products (